Scott Ross
Scott Ross is a registered investment advisor at Private Client Advisor Group, LLC, based in Alpine, UT, with 13 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 190 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable in some instances. Fee rates vary based on the level of service provided, the investment adviser representative managing the account, etc.
Fee Estimator
Location
Alpine, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott works as a life insurance agent and originates home loans through Security National Mortgage Company. He dedicates about a quarter of his time to these activities, splitting it between originating loans and selling life insurance policies.
Employment History
Current Registrations
Private Client Advisor Group, LLC
Previous Registrations
Owlfi
Kingswood Wealth Advisors, LLC
International Assets Investment Management, LLC
Global View Capital Management, LTD
The Strategic Financial Alliance
Transamerica Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.